Visit The EXHIBITS
Data Entry
New Hire Training
Data Migration
Case by case data entry into your planning software. Currently supporting eMoney, MoneyGuide, and RightCapital.
Data Migration
New Hire Training
Data Migration
Data entry from your old planning software to your new planning software. Currently supporting eMoney, MoneyGuide, and Right Capital.
New Hire Training
New Hire Training
New Hire Training
Training for your new hire - initial software training, using your client cases as real world examples with weekly mentorship and support.
Join us in Planning Adventures at The Zoo
The Data Entry Exhibit
- Leverage your internal team by outsourcing planning software data entry and initial review work, leaving your planning team to focus on higher value activities without hiring a full-time employee.
- We train on eMoney, MoneyGuide, and RightCapital. You stay in front of your clients.
- Give back to the profession by allowing new planners to experience what the planning role entails.
The Data Migration Exhibit
- Save time and effort by outsourcing your software migration, leaving your internal team to focus on the clients.
- We transfer client financial data from your old software to your new software. You continue your ongoing client services.
- Give back to the profession by allowing new planners to experience what the planning role entails.
The New Hire Training Exhibit
- Save time and effort by outsourcing the training of your new, inexperienced planner.
- We train on both the software and planning topics using your client cases.
- We provide mentorship and ongoing feedback.